The Agents section of the Settings page lists the users who can log into your organization’s Alloy account and the permission levels associated with their roles.
This article covers:
Accessing the Agents page
Requirements for adding a new agent
Inviting a new agent
Managing agent access
Resending invitations
Resetting MFA
Updating an agent’s details
Deleting agents
Access the Agents page
Navigate to Settings > Agents.
Who can add a new agent?
User management is handled by your organization. To add a new agent, contact an existing account administrator or an agent with the appropriate administrative or IT permissions.
Alloy Support does not add users on behalf of your organization. This helps ensure that your team controls who has access to your Alloy account and which permissions they receive.
Requirements for adding a new agent
Before sending an invitation, have the following information available:
First name
Last name
Email address
Phone number
External Agent ID, if applicable
Role
The email address must be unique to the agent. Email addresses cannot be edited after an agent is created.
Invite a new agent
If you need access or would like to invite someone to an Alloy account, an administrator with the permissions to invite new agents must complete this.
Alloy Support will be unable to invite new users due to compliance protocols.
If you are unable to identify who at your organization has permission to invite new agents, reach out to Alloy Support for assistance.
To invite a new user,
Navigate to Settings, then the Agents settings page.
On the Agents page, select
Invite New Agent.Enter the agent’s first name, last name, email address, phone number, and External Agent ID, if applicable.
Select the agent’s role.
Submit the invitation.
The new agent will receive an invitation to access the Alloy dashboard.
Manage agent access
If you to manage an agent’s access or have your permissions changed, an administrator with the permissions to manage agents must complete this.
Alloy Support will be unable to update an agent’s permissions due to compliance protocols.
If you are unable to identify who at your organization has permission to manage agent permissions, reach out to Alloy Support for assistance.
To update an agent’s access,
Navigate to Settings, then the Agents settings page.
On the Agents page, click the “>” icon on an agent’s row to expand their details.
From the expanded view, you can change the agent’s role and configure default searches, when available.
To view additional actions, select the three-dot menu (⋮) on the right side of the agent’s row:
Resend Invitation— Resend the invitation if the agent did not receive it or the activation link expired.Edit Agent— Update the agent’s name, phone number, or External Agent ID.Delete Agent— Remove the agent’s access and information from the dashboard.Reset MFA— Reset the agent’s MFA enrollment if they cannot log in because they lost access to their MFA method.
Change an agent’s email address
Editing the email address for an existing agent is not supported.
If an agent’s email address changes:
Add a new agent using the new email address.
Assign the appropriate role.
Delete the old agent, if they should no longer have access.
Reset an agent’s MFA
If an agent cannot access their MFA method, select Reset MFA from the agent’s three-dot (⋮) menu. The agent will be prompted to set up MFA again when they next sign in.
Delete an agent
Deleting an agent removes their access to the Alloy dashboard.
Historical activity and information contributed by the agent remain in the dashboard. For example, notes added by the agent remain visible, and the agent’s email address remains associated with historical Review Queue activity.